Investment advice? A financial plan? Or both?
Wealth management is about many things: business building, retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.
In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. Jeff and his team can free you from the complexities and day-to-day details of managing your wealth. They build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.
They can help you and your family:
- Develop a comprehensive plan for your short- and long-term financial goals
- Replace salary or business earnings with steady streams of retirement income
- Maximize your after-tax investment returns given your needs for income, growth and security
- Protect your family’s financial security with insurance solutions
- Design a succession plan for a smooth transition that funds your future plans
- Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
- Build a legacy and enrich the lives of others with charitable giving
With Jeff’s guidance and access to the RBC Dominion Securities team of professional tax, insurance, estate, and business owner specialists, you can take comfort knowing you’re receiving expert wealth management and attention so you can focus on enjoying your wealth, not managing it.
